Uber, Lucid, and Nuro Partner on Robotaxi Alliance with $300M Investment

Uber invests $300M in Lucid and Nuro to launch over 20,000 self-driving SUVs by 2032. The alliance aims to start in a major US city by end-2025, using Nuro's technology. The deal marks a resurgence in robotaxi interest after earlier investments from Tesla, Waymo, and GM's Cruise. Lucid's stock surged 26% to $2.95, but is still down 24% this year.

Uber Technologies, Inc. (NYSE: UBER), Lucid Group, Inc. (NASDAQ: LCID), and Nuro, Inc. have announced a strategic partnership to launch a next-generation autonomous robotaxi program. The collaboration, which includes an initial investment of $300 million by Uber, aims to deploy over 20,000 self-driving SUVs by 2032. The first launch is scheduled for a major U.S. city by the end of 2025, leveraging Nuro's technology.

The partnership combines the industry-leading software-defined vehicle architecture of Lucid's Gravity, the scalability and proven capability of Nuro's Driver™ Level 4 autonomy system, and Uber's vast global network and dynamic fleet management. This integration will deliver a fully integrated robotaxi experience designed for comfort, safety, and scale.

Uber plans to deploy 20,000 or more Lucid vehicles equipped with Nuro's Driver over six years. These vehicles will be owned and operated by Uber or its third-party fleet partners and made available to riders exclusively via the Uber platform. The first Lucid-Nuro robotaxi prototype is already operating autonomously on a closed circuit at Nuro's Las Vegas proving grounds.

The robotaxi will utilize Lucid Gravity's advanced technology platform, redundant electrical and controls architectures, and long range, making it ideal for a scalable robotaxi offering. The Nuro Driver, which enables the Lucid Gravity to operate at Level 4 autonomy, integrates an end-to-end AI model with safeguards for precision and reliability.

With operations in 70 countries and an average of 34 million trips per day, Uber's platform has the scale necessary to make the benefits of self-driving vehicles accessible and beneficial to people everywhere. The longer 450-mile EPA estimated range of the Lucid Gravity means less frequent downtime for charging, minimizing costs and maximizing vehicle availability.

Uber's CEO, Dara Khosrowshahi, stated, "Autonomous vehicles have enormous potential to transform our cities for the better. We're thrilled to partner with Nuro and Lucid on this new robotaxi program, purpose-built just for the Uber platform, to safely bring the magic of autonomous driving to more people across the world."

Marc Winterhoff, Interim CEO at Lucid, added, "This investment from Uber further validates Lucid's fully redundant zonal architecture and highly capable platform as ideal for autonomous vehicles, and our industry-leading range and spacious well-appointed interiors, as ideal for ridesharing."

Jiajun Zhu, Co-Founder and CEO at Nuro, commented, "We believe this partnership will demonstrate what’s possible when proven AV technology meets real-world scale. Nuro has spent nearly a decade building an AI-first autonomy system that’s safe, scalable, and vehicle-agnostic, proven through five years of driverless deployments across multiple U.S. cities and states."

This deal marks a resurgence in robotaxi interest after earlier investments from Tesla, Waymo, and GM's Cruise. Lucid's stock surged 26% to $2.95 following the announcement, but remains down 24% this year.

References:
[1] https://investor.uber.com/news-events/news/press-release-details/2025/Lucid-Nuro-and-Uber-Partner-on-Next-Generation-Autonomous-Robotaxi-Program/default.aspx